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Name Holding Trade Value Shares
Change 		Change in
Stake
MUMSS
926
Mitsubishi UFJ Morgan Stanley Securities
Japan
$12K – – –
BMD
927
Better Money Decisions
New Mexico
$12K +$13.9K +214 New
SA
928
SRH Advisors
Kansas
$11K -$25.9K -400 -67%
IWP
929
IAG Wealth Partners
Wisconsin
$11K – – –
RWM
930
Raffa Wealth Management
District of Columbia
$10.5K – – –
AWM
931
Activest Wealth Management
Florida
$9K – – –
CYG
932
Clean Yield Group
Vermont
$9K – – –
GCM
933
Gables Capital Management
Florida
$9K – – –
CA
934
Crewe Advisors
Utah
$9K +$7.52K +116 +270%
SWA
935
Sutton Wealth Advisors
Florida
$8.66K – – –
IA
936
IFS Advisors
Kansas
$8K – – –
HPC
937
HM Payson & Co
Maine
$8K +$1.95K +30 +27%
MWM
938
Mascoma Wealth Management
New Hampshire
$7K -$10.1K -156 -57%
SJIM
939
St. Johns Investment Management
Florida
$7K -$6.81K -105 -46%
EI
940
Ellevest Inc
New York
$7K – – –
CAC
941
Core Alternative Capital
Georgia
$7K +$2.2K +34 +40%
PCG
942
Private Capital Group
Connecticut
$6K -$40.9K -631 -86%
CFFP
943
Center for Financial Planning
Michigan
$6K – – –
VNA
944
Valley National Advisers
Pennsylvania
$6K – – –
BAM
945
Byrne Asset Management
New Jersey
$6K +$3.24K +50 +100%
SC
946
Schubert & Co
Texas
$6K +$3.63K +56 +106%
FP
947
Financial Perspectives
Minnesota
$5.55K – – –
GKIM
948
GW&K Investment Management
Massachusetts
$5K +$3.57K +55 +153%
EIP
949
Ellis Investment Partners
Pennsylvania
$5K +$6.48K +100 New
HI
950
Hudock Inc
Pennsylvania
$5K +$6.48K +100 New
36 37
38
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